Financial Operations Specialist
4 weeks ago
Atria Wealth Solutions, Inc. is a leading wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. We are seeking a highly skilled Account Specialist to join our team.
The ideal candidate will have a strong communication skillset, attention to detail, and a persistent follow-through attitude. This position may be done HYBRID out of one of the following home office locations or fully remote: Houston, TX, San Diego, CA, Syracuse, NY, or fully remote.
Key Responsibilities:
- Review of new account information to determine if it is in good order and processing of new account forms within the Unio platform and opening of new accounts on any of the custodial platforms.
- Account maintenance updates and daily work items within the Unio and ZenDesk systems.
- Review of Document Master report from Unio and opening of any accounts at custodians.
- Linking of Contour accounts onto the Envestnet system.
- Account maintenance events such as beneficiary changes, re-registrations, and any other updates.
- Financial professional inquiries within stated SLA's.
- Review and follow up of ZenDesk tickets on a consistent basis.
- Processing of documents to custodians.
Requirements:
- A Bachelor's Degree or equivalent work experience.
- Strong oral and written communication skills.
- Self-Motivated.
This is a challenging role that requires the ability to identify, analyze, and resolve problems of a moderate level in a timely manner. The ideal candidate will have background knowledge surrounding requirements for new account forms and be able to perform a variety of analytical techniques to solve all types of problems associated with new account entry as well as other operational processes.
Atria Wealth Solutions, Inc. offers a dynamic work environment and opportunities for growth and development. If you are a motivated and detail-oriented individual who is passionate about financial services, we encourage you to apply for this exciting opportunity.
-
Financial Operations Specialist
3 weeks ago
San Diego, California, United States Boutique Recruiting Full timeJob Title: Financial Operations SpecialistJob Summary: Boutique Recruiting is seeking a highly skilled Financial Operations Specialist to join our team. As an Audit and Risk Management Professional, you will be responsible for conducting operational due diligence and heavy analytics on various financial investments.Key Responsibilities:* Conducting...
-
Financial Operations Specialist
4 weeks ago
San Diego, California, United States Apex Systems Full timeJob SummaryAs a Financial Operations Specialist at Apex Systems, you will be responsible for preparing department financial statements and forecasts, including monthly and annual P&L statements, forecasting, journal entries, and calculations. You will also provide analysis and plans to address key performance measures and goals, perform ongoing analytics and...
-
Financial Operations Specialist
4 weeks ago
San Diego, California, United States Virtual Full timeJob Summary:The Financial Operations Specialist will support the Controller in managing the accounting department and ensuring the accuracy of financial reporting. This role focuses on corporate accounting, regulatory compliance, budgeting, and forecasting while assisting in strengthening internal controls. The ideal candidate will be detail-oriented,...
-
Financial Operations Specialist
4 weeks ago
San Diego, California, United States Apex Systems Full timeJob SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Apex Systems. As a key member of our financial operations team, you will be responsible for preparing departmental financial statements and forecasts, including monthly and annual P&L statements, forecasting, journal entries, and calculations.Key...
-
Financial Operations Specialist
3 weeks ago
San Diego, California, United States Centurum Full timeJob SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Centurum. The ideal candidate will have strong financial analysis skills, excellent knowledge of DoD contracts and finance, and exceptional computer skills.Key ResponsibilitiesPerform daily financial operations, including daily/weekly/monthly expenditure reporting...
-
Financial Operations Specialist
3 weeks ago
San Diego, California, United States Apex Systems Full timeJob Summary:Apex Systems is seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our financial operations team, you will be responsible for preparing departmental financial statements and forecasts, including monthly and annual P&L statements, forecasting, journal entries, and calculations.Key Responsibilities:Prepare...
-
Financial Planning Specialist
3 weeks ago
San Diego, California, United States Corebridge Financial Full timeWe are seeking a highly motivated and experienced Financial Advisor to join our team at Corebridge Financial. As a Financial Advisor, you will be responsible for providing personalized retirement and financial planning experiences for our customers and their families.You will meet with existing and prospective clients to plan their financial future,...
-
Financial Operations Specialist
3 weeks ago
San Diego, California, United States Acquisition Professionals LLC Full timeJob Summary: Acquisition Professionals LLC is seeking a skilled Financial Operations Specialist to support the preparation and review of travel authorization and vouchers, transaction reconciliation of the agency, and provide policy-specific Defense Travel System (DTS) support. Responsibilities:Alternate Agency Program Coordinator (IBA) and Centrally Billed...
-
Financial Operations Specialist
3 weeks ago
San Diego, California, United States LeSar Holdings Full timeJob SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at LeSar Holdings. This role will be responsible for maintaining accurate financial records across a portfolio of companies by recording, managing, and monitoring all financial transactions.Key Responsibilities:Full Charge Bookkeeping: Manage all aspects of the...
-
Financial Operations Coordinator
4 weeks ago
San Diego, California, United States Marriott Vacations Worldwide Full timeFinancial Operations CoordinatorAt Marriott Vacations Worldwide, we are seeking a detail-oriented and organized Financial Operations Coordinator to join our team. As a Nighttime Accounting Specialist, you will play a critical role in ensuring the accuracy and security of our financial transactions.Key Responsibilities:Verify and reconcile financial documents...
-
Operations Coordinator
4 weeks ago
San Diego, California, United States Independent Financial Group Full timeJob OverviewIndependent Financial Group (IFG) is a leading independent broker-dealer seeking a skilled Operations Specialist to support its growth.The ideal candidate will possess a strong understanding of financial operations and be able to assist with daily processing, ensure compliance with internal policies and regulatory practices, and provide...
-
Senior Financial Specialist
3 weeks ago
San Diego, California, United States Sellers & Associates, LLC Full timeJob Title: Senior Financial SpecialistLocation: San Diego, CA 92101 US (Primary)Job Description:We are seeking a highly skilled Senior Financial Specialist to join our team at Sellers & Associates, LLC. As a Senior Financial Specialist, you will be responsible for analyzing past and present financial data of the organization and estimating future revenues...
-
Financial Operations Specialist
4 weeks ago
San Diego, California, United States Vaco Full timeJob Summary:The Assistant Controller will play a crucial role in supporting the Controller in managing the accounting department and ensuring the accuracy of financial reporting. This position focuses on corporate accounting, regulatory compliance, budgeting, and forecasting while assisting in strengthening internal controls.Key Responsibilities:Prepare...
-
Financial Operations Specialist
3 weeks ago
San Francisco, California, United States Virtual Full timeFinancial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at Virtual. This role offers the opportunity to work in a fast-paced environment and contribute to the growth of our investment firm.Key ResponsibilitiesManage third-party outsourced fund administrators and provide timely and accurate transaction...
-
Financial Operations Specialist
4 weeks ago
San Diego, California, United States Boutique Recruiting Full timePart-Time Bookkeeper OpportunityThis is a unique chance to join a leading environmental consulting and engineering firm in San Diego, CA as a Part-Time Bookkeeper. The ideal candidate will have 2-3 years of experience in project accounting, proficiency in QuickBooks and intermediate-level Excel skills, and a strong attention to detail and organizational...
-
Senior Financial Operations Manager
4 weeks ago
San Diego, California, United States ACT1 Federal Full timeJob OverviewACT1 Federal is seeking a highly skilled Senior Financial Specialist to join our team. The ideal candidate will have extensive experience in US Navy and DoD financial management, including the Planning, Programming, Budgeting, and Execution (PPBE) process.The Senior Financial Specialist will play a critical role in managing, coordinating, and...
-
Controller - Financial Operations Specialist
3 weeks ago
San Diego, California, United States Precision Electric Full timeJob OverviewAt Precision Electric Company, we are seeking a highly skilled Controller to join our team. As a key member of our financial operations, you will be responsible for managing all accounting operations, ensuring compliance with accounting principles, and providing financial guidance to support business decisions.Key Responsibilities:Financial...
-
Financial Services Representative
3 weeks ago
San Jose, California, United States OneMain Financial Full timeEmpowering customers with responsible access to credit is at the heart of OneMain Financial's mission. As a Financial Services Representative - Loan Specialist, you will play a vital role in delivering personalized financial solutions to customers who need it most.Based in [location], this role is perfect for individuals who thrive in a fast-paced...
-
Financial Reporting Specialist
4 weeks ago
San Diego, California, United States Vets Hired Full timeAbout the JobAs a Virtual Assistant Controller at Vets Hired, you will play a critical role in supporting the financial operations of our clients. This position requires a detail-oriented individual with a strong understanding of financial reporting and a passion for delivering high-quality results.ResponsibilitiesPerform a thorough review of financials and...
-
Financial Operations Specialist
4 weeks ago
San Juan Capistrano, California, United States Ensign Services Full timeJob OverviewEnsign Services is seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our accounting department, you will be responsible for maintaining the integrity of our general ledger, interacting with operations personnel, and providing exceptional customer service.Key Responsibilities:Maintain the accuracy and...